JP Morgan Private Wealth Advisors’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $519K | Sell |
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|
2020
Q4 | $560K | Sell |
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|
2020
Q3 | $543K | Buy |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $333K | Sell |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $628K | Hold |
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|
2017
Q3 | $597K | Hold |
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|
2017
Q2 | $478K | Sell |
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|
2017
Q1 | $471K | Buy |
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|
2016
Q4 | $398K | Sell |
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|
2016
Q3 | $364K | Buy |
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|
2016
Q2 | $326K | Hold |
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|
2016
Q1 | $294K | Sell |
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|
2015
Q4 | $266K | Sell |
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|
2015
Q3 | $317K | Buy |
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|
2015
Q2 | $300K | Sell |
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|
2015
Q1 | $326K | Buy |
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|
2014
Q4 | $300K | Buy |
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|
2014
Q3 | $228K | Hold |
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|
2014
Q2 | $254K | Sell |
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|
2014
Q1 | $295K | Buy |
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|
2013
Q4 | $283K | Sell |
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|
2013
Q3 | $265K | Buy |
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